Ninety One North America, Inc.

Position in QCOM — Qualcomm Inc/De

CIK 1633343 New York, NY

Position in QCOM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,290,018

-$1,650,158 QoQ

Shares Held

6,981

-69.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#435

of 1,167 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ninety One North America, Inc. holds $112,530,712 across 5 Semiconductors names. QCOM ranks #5 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd	98,931	$47,246,477
2	NVDA	Nvidia Corp	146,533	$29,319,787
3	ASX	ASE Technology Holding Co., Ltd.	454,221	$20,494,451
4	AVGO	Broadcom Inc.	37,538	$14,179,979
5	QCOM	Qualcomm Inc/De This page	6,981	$1,290,018

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,290,018	6,981	-69.4%	Shares	Sole	2026-07-16
2026-03-31	$2,940,176	22,831	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.